About this podcast
The issues that come up in a family office or family enterprise are unique to each family and are rarely discussed in a public forum. In this podcast, Family Office Exchange reveals some of these issues in discussions with family office subject matter experts, family members, and trusted advisors. The podcast gives the listener a taste of how having a FOX membership can transform the way families and their trusted advisors approach ideas like philanthropy, governance, investing, and more.
Episodes
The newest 20 of 100 episodes
- Preparing Inheritors for the Quantitative Demands of Their Future Role with Sophia Pacifico Griffini · 30 min · Season 4 Episode 44Today, I am delighted to welcome Sophia Pacifico Griffini, CEO and Founder of Finance Talks. Inspired by her own experience growing up as a second-generation family member with…
- Engineering a Successful Transfer of Family Capital and Wisdom With Ken Costa · 31 min · Season 4 Episode 43Today, I have the pleasure of speaking with Ken Costa, a prominent investment banker, author, philanthropist, and trusted advisor whose career has spanned more than four decades…
- Embracing the Power of Joy Within the Family with SC Perot · 39 min · Season 4 Episode 42Today, I am delighted to speak with SC Perot, a storyteller, educator, and bestselling author. A proud Dallas native, SC is a graduate of Vanderbilt University and Stanford Law…
- Cultivating an Emotionally Intelligent Family System With Rich Hua · 35 min · Season 4 Episode 41Today, I have the pleasure of speaking with Rich Hua, Founder, CEO, and Chief EQ Officer of EPIQ Leadership Group. Rich is one of the world's foremost experts on building…
- Leveraging Luxury Travel as a Family Engagement Tool With Teresa Chope & Connor Gribbon · 31 min · Season 4 Episode 40Today, I have the pleasure of speaking with Teresa Chope and Connor Gribbon of Gallivant, a luxury travel and lifestyle advisory firm serving ultra-high-net-worth families…
- Embracing a 'Left of Loss' Risk Management Mindset With Robert Raymond · 37 min · Season 4 Episode 39Today, I have the pleasure of speaking with Robert Raymond, First Vice President and Risk Strategist at HUB Private Client, a privately held personal insurance brokerage firm…
- Aligning the Investment Function and Mandate with the Family's Needs With Karen Harding & Stacey Flier · 33 min · Season 4 Episode 38Today, I have the pleasure of speaking with Karen Harding and Stacey Flier of NEPC, a full-service investment consulting firm serving governments, institutions, families, and…
- Matching Talent to the Unique Culture of Family Principals With Donald Cunningham · 37 min · Season 4 Episode 37Today, I am delighted to speak with Donald Cunningham, Head of Family Office and Chief of Staff to a senior member of the Qatari royal family. Donald is a family office…
- Helping Families Manage and Overcome Addiction with Jeff Jones · 32 min · Season 4 Episode 36Today, I have the pleasure of speaking with Jeff Jones, family recovery coach, author, speaker, and founder of The Family Recovery Solution. Unknowingly, Jeff grew up in an…
- Facilitating Family Offices' Access and Exposure to Bitcoin With Cory Klippsten · 42 min · Season 4 Episode 35Today, I am delighted to speak with Cory Klippsten, Founder and CEO of Swan, a financial services company that focuses exclusively on Bitcoin. Cory is an investor or advisor in…
- Designing for Independence and Dignity with Longevity Planning With Esther Greenhouse · 33 min · Season 4 Episode 34Today, I have the pleasure of speaking with Esther Greenhouse, CEO of Silver To Gold Strategies, a financial gerontology consultancy working at the intersection of economics and…
- Finding and Retaining the Right Personal Chef With Chris Demaillet · 37 min · Season 4 Episode 33Today, I'm excited to speak with Chris Demaillet. Chris spent 18 years working as a private chef for some of the world's wealthiest families: on yachts, in residences, and across…
- Harnessing the Passion and Business of Equine Ownership With Sherri Helmond · 31 min · Season 4 Episode 32Today, I have the pleasure of speaking with Sherri Helmond, Accounting & Financial Outsourcing Director, Equine Industry Leader at Dean Dorton. With more than 30 years of…
- Adopting Cross-Domain Risk Management for the Family Office With Edward Marshall · 39 min · Season 4 Episode 35Today, I am pleased to welcome Edward Marshall, Founder and CEO of Presage Global, an intelligence-powered risk and business advisory firm serving C-suites and boards, family…
- Protecting Family Capital by Deploying Digital Reputation Management With Tony McChrystal · 31 min · Season 4 Episode 30Today, I am delighted to speak with Tony McChrystal, Founder & Managing Director of Pavesen, a specialist digital reputation management firm working exclusively with high-profile…
- Designing Wellness-Centered Homes that Help the Family Flourish With Sarah Walker · 32 min · Season 4 Episode 29Today, I'm excited to speak with Sarah Walker, Founder and Principal Designer of Nuance, a legacy estate interior design & wellness advisory firm that helps families and family…
- Cultivating Family Purpose and Engagement with Impact Vacations With Christopher Hill · 30 min · Season 4 Episode 28Today, I am delighted to welcome Christopher Hill, founder of luxury philanthropic travel brands Hands Up Holidays and Impact Destinations. Christopher was working in finance in…
- Preserving Family Wisdom With AI-Powered Legacy With Ty Allen · 30 min · Season 4 Episode 27Today, I have the pleasure of speaking with Ty Allen, founder of LastingMind, an AI-powered platform that helps families preserve a loved one's voice, stories, memories, and…
- Creating a Durable Family Enterprise with Stephan Roche · 41 min · Season 4 Episode 26Today, I am excited to speak with Stephan Roche, a Partner at BanyanGlobal, a family enterprise advisory firm. Stephan joined the firm after more than a decade as a family office…
- Building a Resilient Family Enterprise Amidst a Growing Insurability Crisis With Pete Walther · 39 min · Season 4 Episode 25Today, it is my pleasure to speak with Pete Walther, President and CEO of Marsh McLennan Agency Private Client Services, a Marsh business dedicated to serving the unique needs of…
